LYRWX Mutual Fund

LYRWX Mutual Fund

NAV$16.29
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.76%
3 Months
+15.19%
6 Months
+10.92%
YTD
+9.61%
1 Year
+17.12%
3 Years (annualized)
+14.85%
5 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LYRWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+8.71%
vs Peers
+0.90%

LYRWX Mutual Fund Performance

LYRWX performance across multiple time periods: 1-month 0.76%, YTD 9.61%, 1-year 17.12%, 3-year 14.85%, 5-year 8.86%.

LYRWX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

LYRWX performance comparison shows side-by-side returns with another fund. LYRWX alternatives are available in the Mutual Fund Screener.